showcase04

Services Provided

  • Expert witness testimony
  • Litigation support
  • Dissolution of marriage
  • Estate tax
  • Gift tax
  • Estate planning/distribution
  • Retrospective valuation
  • Partnership settlement
  • Appraisal review
  • IRS disputes
  • Trusts
  • Property tax evaluation
  • Assessment appeal
  • Purchase and sale

Clients

  • Law firms
  • Accounting firms
  • Governmental agencies
  • Individuals
  • Insurance companies
  • Title companies
  • Financial institutions
  • Corporations

Resume

Nancy Phillips, SRA

SRA

 

The Phillips Company
Real Estate Appraising & Consulting
337 El Dorado Street, Suite 3-B
Monterey, CA 93940
Phone (831) 649-8895
FAX (831) 649-4282
Nancy@nphillipsappraisal.com

EDUCATION

 

B.A. Economics, University of California at Santa Barbara

PROFESSIONAL
EDUCATION

 

Appraisal Institute, American Institute of Real Estate
Appraisers, Society of Real Estate Appraisers

AFFILIATION

 

Appraisal Institute Member since 1982
SRA Member

LICENSE

 

State of California, Certified Residential Real Estate Appraiser, Certification #AR003232

EXPERIENCE

 

The Phillips Company, owner and appraiser, exclusively engaged in residential real estate appraising and consulting in Monterey County since 1982

Trident Advisors, Inc., Monterey, Fee Appraiser 1980-1982

Great Western Savings & Loan, Staff Appraiser, Salinas and No. California Loan Districts 1978-1980

Santa Barbara County Assessor, Appraiser, 1978

Qualified as an expert witness in Superior Court of California, County of Monterey, and Allegheny Co., Pennsylvania

PROFESSIONAL SERVICE

NATIONAL

 

 

Appraisal Institute
Board of Directors 1995-1996
Residential Appraiser Board 1991-1994
Vice Chair 1991

American Institute of Real Estate Appraisers
Governing Councilor 1989-1991
Asst. Chief Examiner, Appraisal Reports 1990
Candidate Guidance, Vice Chairman 1987

Society of Real Estate Appraisers
Young Advisory Council 1985 & 1987

REGIONAL

CHAPTER

 

Regional Representative 1987-1994, 2014-2015, 2017-2018

Chairman / Co-Chair Monterey Bay Branch 2012-2014
Board of Directors 1984-1990, 2016-2018
Long Range Planning Committee 1989-1990
Admissions Committee 1983-1986
Vice Chairman, Education Committee 1989

COMMUNITY SERVICE

 

Del Monte Forest Land Use Advisory Committee to Monterey Co. 1997-2007
Del Monte Forest Architectural Review Board 1992-1996   
Del Monte Forest Open Space Advisory Committee (OSAC) 1995   
Del Monte Forest Property Owners Board of Directors 1992-1995
Co-Chairman Carmel Valley Chapter/Calif. Dressage Society 2011-2017

PARTIAL LIST OF
CLIENTS SERVED

 

County of Monterey
City of Monterey
Monterey Pen.Unified School Dist.
Monterey Penin. Airport District
Community Hospital Monterey Pen.
Hayashi & Wayland
Edward Jones Trust
Wells Fargo Wealth Management
Bank of America
Bank of Hawaii
Valbridge Property Advisors
Kendall Thurston, MAI
FDIC
Resolution Trust Corporation
U.S. Department of Justice
Allstate Insurance
Fidelity National Title
Rossi, Hamerslough, Reischl/Chuck
Heisinger, Buck, Morris & Rose
Barbara May, Esq.
Schwartz Law Group

Noland, Hamerly, Etienne & Hoss
Miller, Starr & Regalia
Nagle, Bustamante & O’Hara
Nicora & Hespe, LLP
Fenton & Keller
Oldfield & Creely, LLP
Hudson, Martin, Witten & June
Grandberg Law Firm
Bohnen, Rosenthal & Kreeft
C. Micheal McClure, Esq.
Johnson, Fantl & Associates
Stoner, Welsh & Schmidt
Spiering, Swartz & Kennedy
A. David Parnie, Esq.
Anthony & Murdock
Gaglione & Dolan
Lombardo & Associates
Alborg, Martin & Budde
Billie French, Esq.
Stewart, Green & McGowan
Cavassa O'Connell Attorneys